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BARK Inc Class A
(NYSE:BARK)
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Rating:47Neutral
Price Target:
$9.00
▲(5.76% Upside)
Action:Reiterated
Date:08/07/26
The score is held back primarily by weak financial performance—revenue contraction, ongoing losses, and negative operating/free cash flow—alongside bearish technical trend signals. These are partially offset by a better near-term profitability trajectory and reaffirmed guidance from the latest earnings call, plus supportive corporate actions (new CFO and buyback), but the company still needs clearer top-line stabilization and cash-flow improvement.
Positive Factors
High normalized gross margin and margin resilience
Sustained normalized gross margin near ~63% reflects durable product economics from proprietary toys/treats and pricing power in D2C. Higher gross margins provide structural cushion to absorb cost volatility, support reinvestment or profitability even if top-line recovery is gradual.
Negative Factors
Sustained top-line contraction
Ongoing revenue declines erode operating leverage and limit the company’s ability to scale fixed-cost investments. Without clear top-line stabilization, margin improvements risk being offset by lower volume, making durable profit recovery harder over the next several quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
High normalized gross margin and margin resilience
Sustained normalized gross margin near ~63% reflects durable product economics from proprietary toys/treats and pricing power in D2C. Higher gross margins provide structural cushion to absorb cost volatility, support reinvestment or profitability even if top-line recovery is gradual.
Read all positive factors
BARK Inc Class A Key Performance Indicators (KPIs)
Any
Revenue by Type
Breaks down earnings by product or service type, revealing which offerings are most popular and where there might be room for diversification.
Breaks down earnings by product or service type, revealing which offerings are most popular and where there might be room for diversification.
Data provided by:
The Fly
The FlyBARK Inc Class A (BARK) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$81.84M
Dividend YieldN/A
Average Volume (3M)1.07M
Price to Earnings (P/E)―
Beta (1Y)1.42
Revenue Growth-18.45%
EPS Growth-21.02%
CountryUS
Employees501
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)-3.60
Shares Outstanding9,033,457
10 Day Avg. Volume1,807,808
30 Day Avg. Volume1,068,272
Financial Highlights & Ratios
PEG Ratio-0.12
Price to Book (P/B)1.21
Price to Sales (P/S)0.22
P/FCF Ratio-3.29
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price Target
$12.00Price Target Upside41.01% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)-1.01
Revenue Forecast (FY)$334.50M
BARK Inc Class A Business Overview & Revenue Model
Company Description
BARK, Inc., a dog-centric company, provides products, services, and content for dogs. The company operates in two segments, Direct to Consumer and Commerce. It provides subscription products, including monthly themed boxes of toys and treats to a ...
How the Company Makes Money
BARK generates revenue primarily by selling dog-focused products—most notably toys and treats—through a mix of subscription and non-subscription commerce. A key revenue stream is recurring subscription revenue from its curated product boxes (e.g.,...
BARK Inc Class A Earnings Call Summary
Earnings Call Date:Aug 06, 2026
(Q1-2027)
| % Change Since: |
Next Earnings Date:Nov 11, 2026
Earnings Call Sentiment Neutral
The call presented a mixed picture: the company delivered results within guidance and showed clear improvements in unit economics (higher retention, higher AOV), margin resilience (normalized gross margin), positive adjusted EBITDA, debt-free balance sheet, tangible inventory reductions, and an active product/retail expansion pipeline. Offsetting these positives was a sizable year‑over‑year decline in total revenue driven by lower D2C volume (orders down ~28%), near-term softness and lumpiness in commerce, and reliance on a nonrecurring tariff recovery for part of reported margin strength. Management reiterated full‑year guidance and expressed confidence in the plan, suggesting the company is on a deliberate path to rebuild top-line while protecting profitability.Positive Updates
Revenue in Line with Guidance
Total revenue of $78.8M for the quarter, at the high end of guidance ($77M–$79M). Company reiterated full-year guidance and provided Q2 guidance of $83M–$85M.
Negative Updates
Material Year‑over‑Year Revenue Decline
Total revenue declined to $78.8M from $102.9M in the prior-year period, a drop of approximately 23% year over year, driven primarily by a smaller subscriber base entering the year.
Read all updates
Q1-2027 Updates
Positive
Negative
Revenue in Line with Guidance
Total revenue of $78.8M for the quarter, at the high end of guidance ($77M–$79M). Company reiterated full-year guidance and provided Q2 guidance of $83M–$85M.
Read all positive updates
Company Guidance
BARK guided second-quarter fiscal 2027 revenue of $83–$85 million and adjusted EBITDA of $1–$3 million, and reiterated its full‑year top‑ and bottom‑line guidance; that outlook follows a Q1 where revenue came in at $78.8M (at the high end of prior $77–$79M guidance), adjusted EBITDA was $0.6M (within prior $0–$1M guidance), D2C net revenue was $66.7M (ex‑Air $63.5M), commerce was $12.1M, Bark Air was $3.2M (up 37% YoY with >90% of Q2 seats already sold), normalized gross margin was 63.4% (72.7% reported including a $7.4M one‑time tariff refund), subscriber retention improved >170 bps, AOV rose $0.45, cash totaled $16.1M with a debt‑free balance sheet, and management reiterated confidence in sequential top‑line growth and meaningful adjusted EBITDA improvement.BARK Inc Class A Financial Statement Overview
Summary
Income Statement
32
Negative
Balance Sheet
58
Neutral
Cash Flow
27
Negative
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 370.80M | 394.84M | 484.18M | 490.18M | 535.32M | 507.41M |
| Gross Profit | 235.14M | 241.88M | 301.99M | 302.15M | 308.12M | 282.11M |
| EBITDA | -23.50M | -28.05M | -18.87M | -20.06M | -46.66M | -58.43M |
| Net Income | -31.23M | -39.01M | -32.88M | -37.01M | -61.52M | -68.30M |
Balance Sheet | ||||||
| Total Assets | 168.59M | 169.99M | 260.63M | 298.59M | 400.42M | 434.06M |
| Cash, Cash Equivalents and Short-Term Investments | 16.09M | 19.28M | 94.02M | 125.50M | 177.91M | 199.40M |
| Total Debt | 36.23M | 37.68M | 85.17M | 87.82M | 133.94M | 138.94M |
| Total Liabilities | 92.36M | 97.97M | 161.11M | 159.21M | 229.88M | 217.00M |
| Stockholders Equity | 76.23M | 72.02M | 99.53M | 139.38M | 170.54M | 217.06M |
Cash Flow | ||||||
| Free Cash Flow | -24.08M | -26.57M | -13.24M | -2.77M | -16.63M | -193.51M |
| Operating Cash Flow | -21.26M | -23.16M | -7.08M | 6.06M | 4.69M | -172.34M |
| Investing Cash Flow | -2.82M | -3.42M | -6.16M | -8.83M | -21.14M | -21.17M |
| Financing Cash Flow | -42.82M | -45.71M | -19.87M | -49.62M | -2.10M | 355.46M |
BARK Inc Class A Technical Analysis
Positive
8.51
Price Trends
9.50
Positive
9.79
Positive
12.51
Negative
Market Momentum
0.11
Negative
66.44
Neutral
62.01
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For BARK, the sentiment is Positive. The current price of 8.51 is below the 20-day moving average (MA) of 9.28, below the 50-day MA of 9.50, and below the 200-day MA of 12.51, indicating a neutral trend. The MACD of 0.11 indicates Negative momentum. The RSI at 66.44 is Neutral, neither overbought nor oversold. The STOCH value of 62.01 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for BARK.
BARK Inc Class A Risk Analysis
BARK Inc Class A disclosed 48 risk factors in its most recent earnings report. BARK Inc Class A reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
BARK Inc Class A Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
66 Neutral | $7.75B | 28.26 | -17.67% | ― | 1.78% | 75.71% | |
66 Neutral | $9.25B | 48.09 | 44.82% | ― | 6.14% | -32.48% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
61 Neutral | $44.44B | 22.21 | 6.15% | 3.31% | 12.13% | -67.45% | |
49 Neutral | $796.73M | 134.78 | 0.48% | ― | -1.91% | ― | |
47 Neutral | $81.84M | -2.00 | -39.54% | ― | -18.45% | -21.02% | |
46 Neutral | $249.98M | -1.86 | -55.53% | ― | -9.53% | 20.64% |
* Consumer Cyclical Sector Average
BARK
BARK Inc Class A
11.22
-4.86
-30.22%
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CHWY
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2.78
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BARK Inc Class A Corporate Events
Business Operations and StrategyExecutive/Board Changes
BARK Inc Appoints Veteran Finance Leader as CFO
Positive
Jul 28, 2026
On July 28, 2026, BARK, Inc. announced that veteran consumer packaged goods finance executive Anya Hamill will become Chief Financial Officer effective September 8, 2026, succeeding interim CFO Brian Dostie, who will remain Vice President, Account...
Business Operations and StrategyStock BuybackFinancial Disclosures
BARK Launches Share Buyback Amid Shift to Profitability
Negative
Jun 9, 2026
In its fiscal fourth quarter and full year ended March 31, 2026, BARK reported a sharp revenue decline as it deliberately cut marketing spend to prioritize profitability and resilience over subscriber growth. Fourth-quarter revenue fell 25% to $86...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.